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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,437 | $185,312-89.0% | $161,489-87.3% | $154,746-86.8% |
| Participation rate | 29.2% | 82.5%-53.3pp | 78.7%-49.5pp | 80.7%-51.5pp |
| Annual return | 6.64% | 103.84%-97.2pp | 89.72%-83.1pp | 172.34%-165.7pp |
| Employer contribution / active EE | $1,139 | $4,769-76.1% | $4,268-73.3% | $4,379-74.0% |
| Participant deferral / active EE | $3,157 | $6,350-50.3% | $5,630-43.9% | $6,730-53.1% |
| Admin fee / account holder | $10,344 | $18,654-44.5% | $16,006-35.4% | $14,365-28.0% |